Wilbanks Smith & Thomas Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.67M | Buy |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $2.46M | Sell |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.46M | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.51M | Buy |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.37M | Buy |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.3M | Sell |
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|
2018
Q2 | $2.19M | Buy |
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|
2018
Q1 | $2.08M | Sell |
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|
2017
Q4 | $2.44M | Buy |
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|
2017
Q3 | $1.44M | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $377K | Sell |
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|
2016
Q2 | $429K | Sell |
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|
2016
Q1 | $436K | Buy |
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|
2015
Q4 | $483K | Buy |
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|
2015
Q3 | $378K | Buy |
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|
2015
Q2 | $283K | Sell |
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|
2015
Q1 | $403K | Sell |
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|
2014
Q4 | $728K | Buy |
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|
2014
Q3 | $665K | Buy |
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|
2014
Q2 | $668K | Buy |
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|
2014
Q1 | $584K | Sell |
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|
2013
Q4 | $720K | Sell |
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|
2013
Q3 | $604K | Sell |
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|
2013
Q2 | $714K | Buy |
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